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Financial Analyst cum EA


Talent Integrators


Location

Delhi | India


Job description

The role will be working closely with the MD and CEO of the Company (A 5000 Cr Turnover Sales & Manufacturing Organization) and will be responsible for managing his EA role as well as his personal Financial decisions. The role will also work closely with the CFO and other leadership team members for driving various projects.

Key Responsibilities

EA Part (40%)

Manage scheduling for company executive.

Draft, review and send communications on behalf of company executive.

Organize and prepare for meetings, including gathering documents and attending to logistics of meetings

Answer and respond to phone calls, communicate messages and information to the executive

Maintain various records and documents for company executive(s)

Family Office Function (60%)

Preparing or reviewing reports summarizing investment performance and ensure investment activity is recorded as applicable

Communicating and coordinating with the office and outside investors, vendors, bankers, insurance brokers, attorneys as appropriate

Projections, budgeting and other financial analysis as needed

Assisting in managing adherence to policies and procedures for SEBI / RBI etc

Direct communication with internal &external advisers.

Review term sheets for alternative investments

Manage cash flow forecasting for client's portfolio of investments, charitable contributions and personal expenses

Review complex individual tax returns and related fiduciary, partnership, corporate and foundation returns

Executive Assistant Skills And Qualifications

Excellent written and verbal communication skills

Time-management skills

Ability to pay attention to detail

Organization skills

Ability to multitask

Basic understanding of frequently used computer software and programs, such as Microsoft Office

Interpersonal skill

MBA from a premium Tier II Institute / Tier I - Graduate

Age - not more than 30 years

Budget max - 18 Lacs


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